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Holdings (Monthly) Guide ↗

Transamerica Large Cap Value

· Transamerica Funds
Monthly Holdings $2.4B AUM 46 positions Period Apr 2026 Filed Jun 18, 2026 EDGAR ↗ ← All Funds
All 1 New 5 Added 40 Reduced · Apr 2026 vs Jan 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Alphabet Inc 02079K305 Apr 2024 318,055 +2,873 $122.4M +14.9% 5.02% EC
2 Micron Technology Inc 595112103 Apr 2024 182,790 -73,242 $94.5M -11.0% 3.88% EC
3 Exxon Mobil Corp 30231G102 Apr 2024 597,446 -55,964 $92.2M -0.2% 3.78% EC
4 JPMorgan Chase & Co 46625H100 Apr 2024 283,365 -26,544 $88.8M -6.4% 3.64% EC
5 Amazon.com Inc 023135106 Jan 2026 306,473 -28,706 $81.2M +1.3% 3.33% EC
6 Quanta Services Inc 74762E102 Apr 2024 102,677 -9,616 $74.7M +40.2% 3.07% EC
7 Wells Fargo & Co 949746101 Apr 2024 817,707 -192,105 $67.2M -26.4% 2.76% EC
8 Blackrock Inc 09290D101 Jan 2026 60,732 -5,689 $64.7M -12.9% 2.66% EC
9 RTX Corp 75513E101 Apr 2024 363,845 -34,082 $64.1M -19.9% 2.63% EC
10 Linde PLC 000000000 Apr 2024 126,158 -11,815 $63.2M +0.3% 2.60% EC
11 TJX Cos Inc/The 872540109 Jan 2026 397,190 -4,769 $62.3M +3.4% 2.56% EC
12 Parker-Hannifin Corp 701094104 Apr 2024 66,062 -6,187 $60.1M -11.1% 2.47% EC
13 CSX Corp 126408103 Apr 2024 1,273,657 -119,314 $57.9M +10.0% 2.38% EC
14 GE Vernova Inc 36828A101 Jan 2026 53,363 -4,997 $57.8M +36.4% 2.37% EC
15 Hartford Insurance Group Inc/The 416515104 Apr 2024 418,681 -39,218 $57.3M -7.4% 2.35% EC
16 Goldman Sachs Group Inc/The 38141G104 Jan 2026 61,635 -5,771 $56.9M -9.7% 2.34% EC
17 Fixed Income Clearing Corp. 000000000 Apr 2024 56,107,604 NEW $56.1M 2.30% RA
18 PepsiCo Inc 713448108 Apr 2024 344,807 -32,298 $54.6M -5.7% 2.24% EC
19 Merck & Co Inc 58933Y105 Apr 2024 485,673 -45,496 $53.0M -9.5% 2.18% EC
20 Martin Marietta Materials Inc 573284106 Apr 2024 84,212 +2,728 $52.1M -1.9% 2.14% EC
21 Intercontinental Exchange Inc 45866F104 Apr 2024 324,697 -30,415 $51.3M -16.8% 2.11% EC
22 Bank of America Corp 060505104 Apr 2024 959,456 -89,878 $51.3M -8.1% 2.11% EC
23 Walt Disney Co/The 254687106 Apr 2024 485,790 -45,505 $50.4M -15.9% 2.07% EC
24 General Motors Co 37045V100 Apr 2024 651,156 -60,998 $50.1M -16.3% 2.06% EC
25 ConocoPhillips 20825C104 Apr 2024 393,341 -36,845 $49.5M +10.3% 2.03% EC
26 Fox Corp 35137L105 Apr 2024 770,387 -72,167 $48.9M -20.2% 2.01% EC
27 Gilead Sciences Inc 375558103 Jan 2026 359,159 -33,644 $47.0M -15.7% 1.93% EC
28 Boeing Co/The 097023105 Jan 2026 194,012 -18,172 $44.4M -10.4% 1.82% EC
29 Abbott Laboratories 002824100 Apr 2024 487,288 -45,646 $44.2M -24.0% 1.82% EC
30 Delta Air Lines Inc 247361702 Apr 2024 647,082 -60,614 $44.0M -5.7% 1.81% EC
31 Rockwell Automation Inc 773903109 Jan 2026 105,490 -9,879 $43.1M -11.3% 1.77% EC
32 Duke Energy Corp 26441C204 Apr 2024 326,967 -30,627 $42.4M -2.4% 1.74% EC
33 Meta Platforms Inc 30303M102 Apr 2024 68,721 +2,179 $42.1M -11.8% 1.73% EC
34 Cencora Inc 03073E105 Apr 2024 132,179 -12,380 $40.7M -21.6% 1.67% EC
35 Lowe's Cos Inc 548661107 Apr 2024 168,600 -15,793 $40.3M -18.2% 1.65% EC
36 Prologis Inc 74340W103 Apr 2024 263,169 -24,651 $37.4M -0.5% 1.53% EC
37 Thermo Fisher Scientific Inc 883556102 Apr 2024 76,121 -7,127 $36.5M -24.3% 1.50% EC
38 Microsoft Corp 594918104 Apr 2024 89,312 +7,172 $36.4M +3.0% 1.49% EC
39 Motorola Solutions Inc 620076307 Apr 2024 80,641 -7,552 $35.4M -0.3% 1.45% EC
40 AbbVie Inc 00287Y109 Apr 2024 162,816 -15,249 $34.4M -13.4% 1.41% EC
41 Broadcom Inc 11135F101 Apr 2024 79,020 -7,401 $33.0M +15.2% 1.35% EC
42 Freeport-McMoRan Inc 35671D857 Apr 2024 566,551 -53,074 $32.7M -12.3% 1.34% EC
43 American Tower Corp 03027X100 Apr 2024 175,067 -16,398 $32.0M -6.8% 1.31% EC
44 Boston Scientific Corp 101137107 Apr 2024 514,408 +36,990 $29.6M -33.6% 1.22% EC
45 Mondelez International Inc 609207105 Apr 2024 477,909 -44,768 $29.4M -3.9% 1.21% EC
46 Textron Inc 883203101 Apr 2024 295,819 -29,472 $28.4M -0.9% 1.17% EC